Stratos Wealth Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Stratos Wealth Advisors’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$691K	Buy	5,053 +8	+0.2%	+$1.03K	0.04%	338
2026 Q1	$598K	Buy	5,045 +6	+0.1%	+$725	0.04%	357
2025 Q4	$573K	Buy	5,039 +9	+0.2%	+$1.01K	0.03%	407
2025 Q3	$556K	Sell	5,030 -172	-3%	-$18.3K	0.03%	443
2025 Q2	$518K	Buy	5,202 +1,779	+52%	+$168K	0.03%	444
2025 Q1	$334K	Sell	3,423 -238	-7%	-$25.1K	0.02%	528
2024 Q4	$398K	Buy	3,661 +10	+0.3%	+$1.11K	0.02%	528
2024 Q3	$393K	Buy	3,651 +74	+2%	+$7.68K	0.02%	552
2024 Q2	$348K	Sell	3,577 -723	-17%	-$71.1K	0.02%	549
2024 Q1	$442K	Buy	4,300 +129	+3%	+$12.8K	0.03%	486
2023 Q4	$430K	Sell	4,171 -974	-19%	-$88.8K	0.02%	487
2023 Q3	$459K	Sell	5,145 -1,826	-26%	-$174K	0.03%	443
2023 Q2	$663K	Buy	6,971 +1,789	+35%	+$164K	0.05%	375
2023 Q1	$485K	Sell	5,182 -2,066	-29%	-$202K	0.04%	422
2022 Q4	$662K	Sell	7,248 -1	-0%	-$92	0.06%	354
2022 Q3	$598K	Sell	7,249 -16,982	-70%	-$1.57M	0.06%	326
2022 Q2	$2.16M	Buy	24,231 +21,471	+778%	+$2.06M	0.2%	136
2022 Q1	$283K	Sell	2,760 -471	-15%	-$48K	0.02%	452
2021 Q4	$338K	Buy	3,231 +246	+8%	+$25.8K	0.02%	445
2021 Q3	$301K	Sell	2,985 -61	-2%	-$6.16K	0.03%	427
2021 Q2	$321K	Buy	3,046 +42	+1%	+$4.39K	0.03%	428
2021 Q1	$303K	Buy	3,004 +192	+7%	+$18.2K	0.03%	390
2020 Q4	$229K	Buy	+2,812	New	+$204K	0.03%	364
2020 Q2	–	Sell	-2,334	Closed	-$117K	–	307
2020 Q1	$117K	Buy	+2,334	New	+$162K	0.08%	165

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Stratos Wealth Advisors's IJS Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.16% in Q2 2026, buying an estimated $1.03K and bringing the position to 5,053 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #338.

Stratos Wealth Advisors first reported a position in IJS in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.16M in Q2 2022. 889 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Stratos Wealth Advisors held 5,053 shares of iShares S&P Small-Cap 600 Value ETF worth $691K as of Q2 2026.
Stratos Wealth Advisors bought 8 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.03K.
iShares S&P Small-Cap 600 Value ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q2 2026, its #338 holding.
Stratos Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 24 quarters since.
Stratos Wealth Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $2.16M in Q2 2022.
889 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.